Position in DIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,487,385
+$1,208,137 QoQ
Shares Held
25,843
+94.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#964
of 2,924 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $7,081,337 across 5 Entertainment names. DIS ranks #2 (35.1% of the industry book) .
All Filings in DIS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,385 | 25,843 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,279,248 | 13,273 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,549,316 | 13,618 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,527,200 | 13,338 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,620,561 | 13,068 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,671,975 | 16,940 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,759,215 | 15,799 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,158,125 | 12,040 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,399,589 | 14,096 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,724,539 | 14,094 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $491,899 | 5,448 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||